How do I use the Court Order Intake Assistant?

If you don't see the Generate button, on the Settings and Actions menu in the global header, select Edit Page in Visual Builder Studio. Ensure that you've appropriate access to the VB Studio configuration to see this option. To enable the Generate button, set the Enable Court Order Intake Assistant constant to true.

1. Navigate to My Client Groups > Benefits > Benefit Court Orders. You can open the page from the Benefits Summary page also.
2. Select the employee.

3. Select the Add ( + ) button in the Benefit Court Orders page.

4. Select the Add (+) button under the Document Records section.

5. Select the Document Type and select Add. If you prefer to manually enter the court order details, you can do that too after selecting the document type. You can either use the agent or use the manual mode to create the court order details.

6. Select the document record link, attach the court order file, and save your changes.

7. Select the Generate button. The agent begins the content generation. You need to wait till the agent generates the content based on the attached file.

8. The Details and Dependent sections show the generated content. You can review and correct the details. Also, you can add dependents. You need to select the Ok button to save your changes.

9. Select the Save button to create the court order.